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Michael A. Gayed

Founder of the Lead Lag Report and Lead Lag Media. He recently launched the Free Markets ETF (FMKT), focused on stocks benefiting from deregulation.

Top 5 podcasts with Michael A. Gayed

Ranked by the Snipd community
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14 snips
Feb 10, 2025 • 59min

Michael Gayed on Leading and Lagging Indicators, Small Caps, Inflation, Big Tech | S07 E05

Michael Gayed, Publisher of the Lead Lag Report, dives into investment strategy dynamics and market indicators. He discusses the tension between value and growth investing in a tech-centric world and critiques misleading economic narratives that affect public perception. Gayed also examines the divergence between small-cap stocks and credit spreads, reflecting on the implications of these signals for investors. With a touch of humor, he underscores the unpredictable nature of financial markets and the significance of navigating time in investing.
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8 snips
Mar 31, 2025 • 43min

The Real Risk for Markets Isn’t Tariffs: It’s Japan! | Michael Gayed

Michael Gayed, a Portfolio Manager and Publisher of the Lead Lag Report, dives into the overlooked risks threatening markets. He argues that investors are fixating on tariffs while Japan's monetary policies could trigger a global credit event. Gayed highlights the stagnant state of small caps, the illusion of mega-cap strength, and the disconnect with junk debt. He suggests gold may not be the safe haven it once was and emphasizes the need to rethink market signals for better investment strategies.
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6 snips
May 20, 2025 • 15min

Market Mayhem: Is the Worst Behind Us?

Michael A. Gayed, Publisher of The Lead-Lag Report, shares his keen market insights and macro analysis that often precede major trends. He delves into the fragility of the current market recovery, highlighting the alarming disconnect between credit spreads and small caps. Gayed identifies potential risks in diminishing gold as a safe haven asset and argues that market manipulation is unprecedented, influenced by political rhetoric. His candid thoughts on market signals and investment strategies provide a compelling look at today’s financial dynamics.
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Jul 23, 2025 • 44min

Michael A. Gayed: "Few" Have More Passion For Markets

Michael A. Gayed, founder of the Lead Lag Report and creator of the Free Markets ETF, shares his insights on how deregulation impacts various sectors. He discusses the significance of current economic factors like the Japanese yield curve and the US debt. Michael reflects on his personal journey shaped by his father and his new health regimen. He dives into the evolving landscape of market strategies, the potential for increased volatility, and the roles of banks and alternative assets like crypto and gold in this dynamic economy.
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Jun 25, 2025 • 0sec

Can a Systemic Crisis Even Be Avoided at This Point?

Michael Gayed, CFA and author of the Lead Lag Report, dives deep into today’s economic landscape, linking credit cycles to systemic risks. He humorously discusses excessive liquidity's implications and the fear of a market decline. Gayed analyzes small vs. large-cap stock disparities amidst rising interest rates, warns about deregulation’s effects on market volatility, and offers insights on navigating inflationary pressures. He also critically examines AI's economic influence and questions the sustainability of rapid technological changes.

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